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Tag: financial advisor

Webinar Recording: Pension Decisions: Lump Sum vs. Lifetime Annuity

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If you have a choice between receiving a lump sum upon retirement or a lifetime annuity, which decision is better? A great deal depends on your unique circumstances and goals. […]

Webinar Recording: The Regret-Proof Life: How to Make Important Decisions During Stressful Times

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Very often, we make decisions based on stress, fear, or a reactive response. But that can be a recipe for regret. This webinar addresses being more thought aware, making intentional […]

Webinar Recording: Special Needs Planning: Answering Common Financial and Legal Questions

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Parents of disabled children often worry about the future. Will there be enough money? What do they need to arrange legally as their children reach adulthood? This webinar addresses financial […]

Webinar Recording: The Best and Worst Questions to Ask When Choosing a Financial Advisor

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Often, when looking for a financial advisor, clients look up a list of questions to ask on the internet. But these aren’t always the questions with the most helpful answers. […]

Types of Financial Advisor: What Is a CFP?

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Today, we will talk about the certified financial planner designation, what qualifications it describes, and what a CFP can do for you.

Webinar Recording: Building Personal Resiliency in Uncertain Times

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The past few years have been difficult for many of us. While some bounce back and go on to achieve their goals, some flounder and despair. Resiliency is the ability […]

Webinar Recording: The Market Through the Lens of Today’s Headlines – and What to Do About It

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Few people five years ago expected the economy to be in this state, and many portfolios weren’t prepared. Yet watching the news too closely can result in fear, anxiety, and […]

Webinar Recording: How Does a Financial Advisor Get Paid and How Do They Add Value?

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One of clients’ chief concerns when considering hiring a financial advisor is cost. Many people are confused about how advisors are compensated and what each offers for their fees. This […]

How Does a Financial Advisor Get Paid?

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Financial advisors can be paid in different ways. Depending on your situation, one pay structure or another might come out cheaper for you.

Webinar Recording: What Type of Financial Planner Do I Need?

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The word “financial advisor” covers several different types of professionals, with different licenses, who can help you in different ways. Finding the right kind of professional the first time can […]

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